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Power of Attorney Manual

With the graying population, financial institutions are increasingly dealing with powers of attorney and the myriad of issues related to them. A consistent legal approach to how powers of attorney are handled is important.

SW&M’s Power of Attorney Manual (“Manual”) provides guidance to your financial institution on(1) how to identify various types of powers of attorney and what they mean, (2) how to handle those presenting a power of attorney, and (3) how to manage powers of attorney.

For your quick reference we have also included a checklist that can be used by financial institution personnel when presented with a power of attorney as an exhibit to this Manual.

The Manual is specifically written for, and designed to give guidance to, financial institutions, which are based in or operating in the State of California.